SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $23,760 | -95.6% | 755 | -96.2% | 0.01% | -96.0% |
Q3 2022 | $545,000 | -11.2% | 19,650 | 0.0% | 0.33% | -2.4% |
Q2 2022 | $614,000 | -17.7% | 19,650 | 0.0% | 0.34% | +0.3% |
Q1 2022 | $746,000 | -1.5% | 19,650 | +6.3% | 0.34% | -5.4% |
Q4 2021 | $757,000 | +46.4% | 18,490 | +48.5% | 0.36% | +26.8% |
Q3 2021 | $517,000 | -0.2% | 12,450 | 0.0% | 0.28% | +3.3% |
Q2 2021 | $518,000 | +5.5% | 12,450 | 0.0% | 0.27% | -5.6% |
Q1 2021 | $491,000 | +26.5% | 12,450 | +20.8% | 0.29% | +14.8% |
Q4 2020 | $388,000 | +15.8% | 10,310 | 0.0% | 0.25% | +0.4% |
Q3 2020 | $335,000 | +9.8% | 10,310 | 0.0% | 0.25% | -8.5% |
Q2 2020 | $305,000 | -8.4% | 10,310 | +7.4% | 0.27% | -18.6% |
Q4 2019 | $333,000 | – | 9,600 | – | 0.33% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |